RVW Wealth, LLC Q3 2023 Filing
Filed October 12, 2023
Portfolio Value
$829.5B
Holdings
377
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (377 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | CSQCALAMOS STRATEGIC TOTAL RETURN COM SBI NPV | 1,103 | $0 | 0.00% | |
| 302 | BSCWINVESCO BULLETSHS 2032 CORP BND ETF | 566 | $0 | 0.00% | |
| 303 | NUMGNuveen Esg Mid Cap | 7,713 | $0 | 0.00% | |
| 304 | SCHWThe Charles Schwab Corp | 858 | $0 | 0.00% | |
| 305 | IBDWISHARES TRUST IBONDS DEC 2031 TERM CORPOR | 1,066 | $0 | 0.00% | |
| 306 | TMOThermo Fisher Scientific | 37 | $0 | 0.00% | |
| 307 | VDCVanguard Consumer | 466 | $0 | 0.00% | |
| 308 | ORLYO Reilly Automotive Inc | 21 | $0 | 0.00% | |
| 309 | BNDXVanguard Total | 2,623 | $0 | 0.00% | |
| 310 | BBEUJPMORGAN BETABUILDERS EUROPE ETF | 299 | $0 | 0.00% | |
| 311 | CVSC V S Corp Del | 477 | $0 | 0.00% | |
| 312 | VOVanguard Mid Cap | 141 | $0 | 0.00% | |
| 313 | ICLRIcon Plc Spon Adr | 42 | $0 | 0.00% | |
| 314 | ITEQBlueStar Israel Technology ETF | 1,328 | $0 | 0.00% | |
| 315 | PYPLPaypal Holdings Inco | 1,042 | $0 | 0.00% | |
| 316 | NUMVNuveen Esg Mid Cap Value | 18,985 | $0 | 0.00% | |
| 317 | ADPAuto Data Processing | 408 | $0 | 0.00% | |
| 318 | AMZNAmazon Com Inc | 5,178 | $0 | 0.00% | |
| 319 | NIONio Inc Adr | 2,300 | $0 | 0.00% | |
| 320 | CSCOCisco Systems Inc | 942 | $0 | 0.00% | |
| 321 | EEMIshares Msci Emrg Mkt Fd | 6,000 | $0 | 0.00% | |
| 322 | HYGVFLEXSHARES TRUST HIG YLD VL ET F | 21,854 | $0 | 0.00% | |
| 323 | PANWPalo Alto Networks | 300 | $0 | 0.00% | |
| 324 | FDXFedex Corporation | 151 | $0 | 0.00% | |
| 325 | CPCanadian Pac Railway | 1,033 | $0 | 0.00% | |
| 326 | SPMDSPDR SERIES TRUST PORTFOLIO MI D CAP ETF | 642 | $0 | 0.00% | |
| 327 | OMCOmnicom Group Inc | 1,538 | $0 | 0.00% | |
| 328 | NYCBEURNew York Cmnty Banco | 4,971 | $0 | 0.00% | |
| 329 | XLKSector Spdr Tech Select | 1,482 | $0 | 0.00% | |
| 330 | NUSCNuveen Esg Small Cap | 23,495 | $0 | 0.00% | |
| 331 | SNSRGlobal X Internet of Things ETF | 600 | $0 | 0.00% | |
| 332 | SPGIS&P GLOBAL INC COM | 32 | $0 | 0.00% | |
| 333 | USCIUnited States Commodity Index | 250 | $0 | 0.00% | |
| 334 | COFCapital One Financial Cp | 1,404 | $0 | 0.00% | |
| 335 | PEPPepsico Incorporated | 1,291 | $0 | 0.00% | |
| 336 | PKWPowershs Exch Trad Fd Tr | 2,115 | $0 | 0.00% | |
| 337 | PGRProgressive Corp Ohio | 88 | $0 | 0.00% | |
| 338 | IVOVVanguard S&P Mid Cap 400 | 150 | $0 | 0.00% | |
| 339 | UPSUnited Parcel Service B | 256 | $0 | 0.00% | |
| 340 | MMDMAINSTAY DEFINEDTERM MUN OPPOR COM | 1,200 | $0 | 0.00% | |
| 341 | UANCVR PARTNERS LP COM USD0.01(PO ST REV SPLIT) | 1,000 | $0 | 0.00% | |
| 342 | CWBSpdr Barclays Cnv | 5,384 | $0 | 0.00% | |
| 343 | IWPIshares Russell Midcap | 2,254 | $0 | 0.00% | |
| 344 | HDHome Depot Inc | 237 | $0 | 0.00% | |
| 345 | COSTCostco Whsl Corp New | 359 | $0 | 0.00% | |
| 346 | ONOn Semiconductor Co | 600 | $0 | 0.00% | |
| 347 | OEFIshares Tr S&P 100 Index | 286 | $0 | 0.00% | |
| 348 | ARCCAres Capital Corp | 10,441 | $0 | 0.00% | |
| 349 | WBDWARNER BROS. DISCOVERY SRS A ORD WI | 993 | $0 | 0.00% | |
| 350 | RTXRaytheon Technologies Ord | 1,133 | $0 | 0.00% | |
| 351 | MKTXMarketaxess Holdings | 56 | $0 | 0.00% | |
| 352 | LSCCLATTICE SEMICONDUCTOR COM | 315 | $0 | 0.00% | |
| 353 | JPEMJpmrg Dvsfd Retn Emrg | 4,851 | $0 | 0.00% | |
| 354 | EIS*iShares MSCI Israel ETF | 2,442 | $0 | 0.00% | |
| 355 | CCDCalamos Dynamic Convertible and Income | 12,903 | $0 | 0.00% | |
| 356 | PNCPnc Finl Services Gp Inc | 182 | $0 | 0.00% | |
| 357 | TA T & T Inc New | 45,908 | $0 | 0.00% | |
| 358 | IVEiShares S&P 500 Value | 133 | $0 | 0.00% | |
| 359 | TJXT J X Cos Inc | 807 | $0 | 0.00% | |
| 360 | DGROIshares Core Dividend | 11,144 | $0 | 0.00% | |
| 361 | XLREReal Estate Select Sctr | 29,035 | $0 | 0.00% | |
| 362 | IWNIshares Tr Russell | 108 | $0 | 0.00% | |
| 363 | XFEBFirst TRUST Preferred | 19,072 | $0 | 0.00% | |
| 364 | DISDisney Walt Co | 6,934 | $0 | 0.00% | |
| 365 | PFMPowershs Exch Trad Fd Tr | 1,369 | $0 | 0.00% | |
| 366 | ATVIEURActivision Blizzard Inc | 239 | $0 | 0.00% | |
| 367 | IEMGIshares Etf | 2,425 | $0 | 0.00% | |
| 368 | FRIFIRST TRUST PORTFOLIOS COM ETF | 9,354 | $0 | 0.00% | |
| 369 | IWSIshares Russell Midcap | 141 | $0 | 0.00% | |
| 370 | IWMIshares Tr Russell | 94 | $0 | 0.00% | |
| 371 | BSCRINVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF | 11,773 | $0 | 0.00% | |
| 372 | TERTeradyne Inc | 178 | $0 | 0.00% | |
| 373 | EDConsolidated Edison Inc | 600 | $0 | 0.00% | |
| 374 | IBBIshares Nasdaq Bio Fd | 622 | $0 | 0.00% | |
| 375 | TWLOTwilio Inc | 515 | $0 | 0.00% | |
| 376 | 4I1Philip Morris Intl Inc | 545 | $0 | 0.00% | |
| 377 | BRK-BBerkshire Hathaway Inc A | 1 | $0 | 0.00% |
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